Canvas Consultant (Universal Banker)

Canvas • Denver, CO

1d • Onsite

About The Position

Canvas Credit Union is hiring a Canvas Consultant (Universal Banker) to provide members with financial guidance, service, and lending solutions. The role focuses on understanding members’ needs, educating them about products and services, processing routine and advanced financial transactions, and delivering excellent service through daily face-to-face interactions. Consultants learn about financial products, services, regulations, industry trends, and technology while sharing effective practices and business opportunities with teammates.

The Consultant experience is described as a career foundation at Canvas. Employees receive structured training, hands-on experience, leader coaching, and personalized development through the Retail Step Program, with advancement and pay progression based on demonstrated skills and readiness. The role requires NMLS registration under the S.A.F.E. Act of 2008 and is subject to background reviews. The schedule is flexible Monday through Saturday, 35–40 hours per week. This is an onsite position.

Requirements

• NMLS registration is required under the S.A.F.E. Act of 2008, and the employee must maintain current registration and meet Canvas requirements.
• Ability to work a flexible schedule Monday through Saturday, 35–40 hours per week.
• Ability to use standard office equipment, including computers, phones, printers, copiers, fax machines, and filing cabinets.
• Manual dexterity and ability to lift files.
• For current Canvas employees: must be meeting performance expectations, consistently demonstrating HEART behaviors, and submit an up-to-date resume or update the Work History profile.

Nice To Haves

• Authenticity and passion for helping others.
• Enjoys learning and is interested in a career, not just a paycheck.
• Understanding of financial products and services, similar to a Relationship Banker or Personal Banker.
• Comfort recommending and processing financial products such as loans.
• Record of service excellence.
• Formal or informal leadership experience.
• Interest in finding new ways to serve members and the community.
• Ability to work well with others when things do not go as planned.
• Innovative approach and comfort with challenges.
• Ability to embrace change and a fast-paced environment.
• Bilingual candidates may qualify for a language differential.

Responsibilities

• Learn about members and understand their situations.
• Educate members about ways Canvas can help them afford life.
• Provide meaningful, careful, focused, and ethical lending solutions.
• Process deposits, withdrawals, transfers, and payments professionally.
• Perform advanced frontline transactions, including IRAs, CDs, and wire transfers, and handle disputes calmly.
• Learn about financial industry trends, products, services, and technological advances.
• Share knowledge about effective practices, competitive intelligence, and business opportunities.
• Support members and Canvas teammates through challenges and successes.
• Provide excellent service through daily face-to-face interactions.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Up to a 10% company contribution to the 401(k) plan
• Paid vacation
• Paid sick time
• Paid holidays
• Paid wellness day
• Paid volunteer time
• Flexible spending account
• Health savings account
• Tuition reimbursement
• Discounts on qualifying loans
• Employee discounts on loans, including cars and houses
• May be eligible for incentives or a discretionary bonus based on results
• Structured training, coaching, and development through the Retail Step Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed